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Invesco BulletShares 2028 Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
26
Sequoia Financial Advisors
Ohio
$20M +$19.9M +968,703 New
CAM
27
Clark Asset Management
New Hampshire
$19.8M +$2.44M +118,463 +14%
Ameriprise
28
Ameriprise
Minnesota
$18.8M +$1.77M +85,746 +10%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$18M +$598K +29,025 +3%
Stifel Financial
30
Stifel Financial
Missouri
$17.8M +$1.39M +67,358 +8%
Legacy Financial Group (Iowa)
31
Legacy Financial Group (Iowa)
Iowa
$17.7M +$1.46M +70,983 +9%
SL
32
Sentinus LLC
Illinois
$17.1M +$17.1M +828,719 New
P
33
&Partners
Tennessee
$16.8M +$2.04M +99,232 +14%
SRC
34
Shufro Rose & Co
New York
$16.6M +$11.4M +552,275 +219%
ADL
35
Asset Dedication LLC
California
$16.3M +$4.08M +198,240 +33%
CWM
36
Cornerstone Wealth Management
Missouri
$14.8M +$14.3M +696,467 +3,370%
BWM
37
BCS Wealth Management
Tennessee
$13.6M +$7.44M +361,168 +120%
GGI
38
GPM Growth Investors
Michigan
$13.6M -$95.2K -4,625 -0.7%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$13.1M +$633K +30,738 +5%
NA
40
NewEdge Advisors
Louisiana
$13M -$541K -26,285 -4%
KMC
41
Kirr Marbach & Co
Indiana
$13M +$2.02M +98,083 +18%
GB
42
Goepper Burkhardt
South Carolina
$11.9M +$1.24M +60,036 +12%
ACM
43
Advisors Capital Management
New Jersey
$11.7M +$983K +47,732 +9%
CPC
44
Cookson Peirce & Co
Pennsylvania
$11.1M +$814K +39,552 +8%
AUB
45
Atlantic Union Bankshares
Virginia
$10.7M +$2.19M +106,453 +26%
IF
46
Ironwood Financial
Arizona
$10.5M -$106K -5,172 -1%
SPWM
47
Straight Path Wealth Management
Michigan
$10.5M +$679K +32,982 +7%
FIBOI
48
First International Bank of Israel
$10.3M
CVA
49
Central Valley Advisors
California
$10.2M +$478K +23,200 +5%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$9.78M -$1.25M -60,677 -11%